DIMENSIONAL INTERNATIONAL VA (DFIV) Institutional Shareholders
DIMENSIONAL INTERNATIONAL VA (DFIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.63B in DFIV holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of DFIV tracked by InsiderSet, reporting ownership valued at approximately $1.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.39B, representing an estimated gain of +7.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed DFIV value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Focus Partners Wealth, Pnc Financial Services Group, Inc., and several other long-term asset managers with concentrated positions in DIMENSIONAL INTERNATIONAL VA (DFIV).
This page ranks the largest institutional DFIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
880
Total Reported Value
$13.63B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.28B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1.60% | 23,774,900 | $1,284,320,116 | $1,386,314,419 | +$101,994,303 | +7.94% | |
| Focus Partners Wealth | 0.95% | 17,198,028 | $929,037,522 | $1,002,817,013 | +$73,779,491 | +7.94% | |
| Pnc Financial Services Group, Inc. | 0.48% | 16,399,498 | $885,900,889 | $956,254,728 | +$70,353,839 | +7.94% | |
| Savant Capital, Llc | 1.69% | 10,548,529 | $574,093,095 | $615,084,726 | +$40,991,631 | +7.14% | |
| Ep Wealth Advisors, Llc | 1.90% | 9,199,022 | $496,931,165 | $536,394,973 | +$39,463,808 | +7.94% | |
| Northern Trust Corp | 0.05% | 7,239,321 | $391,068,120 | $422,124,808 | +$31,056,688 | +7.94% | |
| Focus Partners Advisor Solutions, Llc | 2.72% | 5,930,567 | $320,368,008 | $345,811,362 | +$25,443,354 | +7.94% | |
| Envestnet Asset Management Inc | 0.06% | 5,084,560 | $274,667,928 | $296,480,694 | +$21,812,766 | +7.94% | |
| Farther Finance Advisors, Llc | 1.99% | 4,713,116 | $254,599,184 | $274,821,794 | +$20,222,610 | +7.94% | |
| Raymond James Financial Inc | 0.07% | 4,684,862 | $253,076,267 | $273,174,303 | +$20,098,036 | +7.94% | |
| Plancorp, Llc | 5.08% | 3,765,351 | $208,299,212 | $219,557,617 | +$11,258,405 | +5.40% | |
| Bank Of America Corp | 0.01% | 3,834,628 | $207,146,596 | $223,597,159 | +$16,450,563 | +7.94% | |
| Cerity Partners Llc | 0.24% | 3,631,961 | $196,198,951 | $211,779,646 | +$15,580,695 | +7.94% | |
| Index Fund Advisors, Inc. | 7.70% | 3,590,153 | $193,940,075 | $209,341,821 | +$15,401,746 | +7.94% | |
| Jones Financial Companies Lllp | 0.08% | 3,479,895 | $187,502,711 | $202,912,677 | +$15,409,966 | +8.22% | |
| Hightower Advisors, Llc | 0.18% | 3,392,299 | $183,251,977 | $197,804,955 | +$14,552,978 | +7.94% | |
| Foster Group, Inc. | 4.22% | 2,937,971 | $158,709,211 | $171,313,089 | +$12,603,878 | +7.94% | |
| Lpl Financial Llc | 0.03% | 2,748,495 | $148,473,690 | $160,264,743 | +$11,791,053 | +7.94% | |
| Ubs Group Ag | 0.02% | 2,448,827 | $132,285,635 | $142,791,102 | +$10,505,467 | +7.94% | |
| Modera Wealth Management, Llc | 1.33% | 2,306,071 | $124,573,972 | $134,467,000 | +$9,893,028 | +7.94% | |
| Confluence Wealth Services, Inc. | 3.20% | 2,072,260 | $111,943,368 | $120,833,481 | +$8,890,113 | +7.94% | |
| Nomura Asset Management International Inc. | 0.16% | 1,998,100 | $107,937,000 | $116,509,211 | +$8,572,211 | +7.94% | |
| Apella Capital, Llc | 1.52% | 1,943,050 | $107,372,966 | $113,299,246 | +$5,926,280 | +5.52% | |
| Beacon Pointe Advisors, Llc | 0.49% | 1,965,098 | $106,154,591 | $114,584,864 | +$8,430,273 | +7.94% | |
| Cetera Investment Advisers | 0.09% | 1,918,032 | $103,612,103 | $111,840,446 | +$8,228,343 | +7.94% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.45% | 1,835,877 | $99,174,088 | $107,049,988 | +$7,875,900 | +7.94% | |
| Tci Wealth Advisors, Inc. | 4.17% | 1,786,134 | $96,486,936 | $104,149,474 | +$7,662,538 | +7.94% | |
| Team Hewins, Llc | 25.80% | 1,745,668 | $94,300,969 | $101,789,901 | +$7,488,932 | +7.94% | |
| Jackson Thornton Wealth Management, Llc | 6.88% | 1,610,229 | $86,984,582 | $93,892,453 | +$6,907,871 | +7.94% | |
| Royal Bank Of Canada | 0.01% | 1,543,806 | $83,397,000 | $90,019,328 | +$6,622,328 | +7.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,450,974 | $80,427,512 | $84,606,294 | +$4,178,782 | +5.20% | |
| Choreo, Llc | 0.88% | 1,477,472 | $79,813,047 | $86,151,392 | +$6,338,345 | +7.94% | |
| Wealth Management Nebraska | 6.83% | 1,416,453 | $76,516,843 | $82,593,374 | +$6,076,531 | +7.94% | |
| Evanson Asset Management, Llc | 3.97% | 1,402,336 | $74,015,279 | $81,770,212 | +$7,754,933 | +10.48% | |
| Jane Street Group, Llc | 0.04% | 1,306,543 | $70,579,453 | $76,184,522 | +$5,605,069 | +7.94% | |
| Falcon Wealth Planning | 4.41% | 1,291,418 | $69,762,418 | $75,302,584 | +$5,540,166 | +7.94% | |
| Wells Fargo & Company/Mn | 0.01% | 1,245,108 | $67,260,718 | $72,602,247 | +$5,341,529 | +7.94% | |
| Dixon Fnancial Services, Inc. | 26.99% | 1,233,662 | $66,642,442 | $71,934,831 | +$5,292,389 | +7.94% | |
| Sequoia Financial Advisors | 0.33% | 1,217,842 | $65,787,808 | $71,012,367 | +$5,224,559 | +7.94% | |
| Vise Technologies, Inc. | 0.72% | 1,183,164 | $63,914,525 | $68,990,293 | +$5,075,768 | +7.94% | |
| Root Financial Partners, Llc | 2.48% | 1,179,895 | $63,737,910 | $68,799,677 | +$5,061,767 | +7.94% | |
| Earned Wealth Advisors, Llc | 4.06% | 1,163,317 | $62,842,363 | $67,833,014 | +$4,990,651 | +7.94% | |
| Robinswood Financial Llc | 3.48% | 1,634,703 | $62,822,130 | $95,319,532 | +$32,497,402 | +51.73% | |
| Beaird Harris Wealth Management, Llc | 3.87% | 1,144,454 | $61,823,428 | $66,733,113 | +$4,909,685 | +7.94% | |
| Petersen Hastings Wealth Advisors Inc. | 4.99% | 1,101,723 | $59,515,095 | $64,241,468 | +$4,726,373 | +7.94% | |
| Smartleaf Asset Management Llc | 1.90% | 1,083,909 | $58,487,766 | $63,202,734 | +$4,714,968 | +8.06% | |
| Exencial Wealth Advisors, Llc | 1.78% | 1,084,979 | $57,265,204 | $63,265,125 | +$5,999,921 | +10.48% | |
| Washington Trust Bank | 4.00% | 1,058,522 | $57,181,359 | $61,722,418 | +$4,541,059 | +7.94% | |
| Cwm, Llc | 0.15% | 1,079,191 | $56,959,699 | $62,927,627 | +$5,967,928 | +10.48% | |
| Maseco Llp | 1.52% | 1,003,214 | $54,183,610 | $58,497,408 | +$4,313,798 | +7.96% |
Frequently asked questions about DFIV
Who owns the most DFIV stock?
The largest holders of DFIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INTERNATIONAL VA (DFIV).
Is DFIV widely held by superinvestors?
Many widely followed stocks like DFIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.